TRRBX vs. VOO
Compare and contrast key facts about T. Rowe Price Retirement 2020 Fund (TRRBX) and Vanguard S&P 500 ETF (VOO).
TRRBX is managed by T. Rowe Price. It was launched on Sep 29, 2002. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRBX or VOO.
Correlation
The correlation between TRRBX and VOO is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TRRBX vs. VOO - Performance Comparison
Key characteristics
TRRBX:
1.48
VOO:
1.88
TRRBX:
2.08
VOO:
2.53
TRRBX:
1.27
VOO:
1.35
TRRBX:
0.39
VOO:
2.81
TRRBX:
6.01
VOO:
11.78
TRRBX:
1.60%
VOO:
2.02%
TRRBX:
6.49%
VOO:
12.67%
TRRBX:
-49.98%
VOO:
-33.99%
TRRBX:
-17.26%
VOO:
0.00%
Returns By Period
In the year-to-date period, TRRBX achieves a 3.33% return, which is significantly lower than VOO's 4.61% return. Over the past 10 years, TRRBX has underperformed VOO with an annualized return of 0.97%, while VOO has yielded a comparatively higher 13.30% annualized return.
TRRBX
3.33%
2.12%
1.79%
9.95%
-1.04%
0.97%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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TRRBX vs. VOO - Expense Ratio Comparison
TRRBX has a 0.53% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRRBX vs. VOO — Risk-Adjusted Performance Rank
TRRBX
VOO
TRRBX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2020 Fund (TRRBX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
TRRBX vs. VOO - Dividend Comparison
TRRBX's dividend yield for the trailing twelve months is around 2.58%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRBX T. Rowe Price Retirement 2020 Fund | 2.58% | 2.67% | 2.53% | 2.80% | 1.71% | 1.49% | 2.17% | 2.30% | 1.82% | 1.86% | 1.88% | 5.75% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRRBX vs. VOO - Drawdown Comparison
The maximum TRRBX drawdown since its inception was -49.98%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRRBX and VOO. For additional features, visit the drawdowns tool.
Volatility
TRRBX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2020 Fund (TRRBX) is 1.58%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. This indicates that TRRBX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.